Resources

So much of what our customer's need is complex and difficult to navigate. Balancing stock market, economics and tax can be almost impossible for most people to manage. Kerr Wealth provides high-touch advisory services from our Certified Financial Planners (CFP), Investment Advisors and consultants.

Below are just some of the many questions we get asked from our customers. Our fee-only financial advisors in Fresno, CA can help you with many areas of finance so you can move forward with confidence.

Taxes

TAX CALENDER

Understanding Marginal Income Tax Brackets
How Income Taxes Work
What Do Your Taxes Pay For?
What If You Get Audited?
What Is a 1035 Exchange?
Do You Owe The AMT?
How to Make the Tax Code Work for You
Tax Deductions You Won't Believe
Donating Art: Taxation Abstraction
Red Flags for Tax Auditors
“Dirty Dozen” Tax Scams to Watch For
How to Appeal Your Property Taxes
Six Most Overlooked Tax Deductions
You May Need to Make Estimated Tax Payments If…
Tax Rules When Selling Your Home
Filing Final Tax Returns for the Deceased
Tax Reform: Before and After

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Investing

The Business Cycle
A Look at Diversification
Inflation & Your Money
Mutual Funds vs. ETFs
Value vs. Growth Investing
Rebalancing Your Portfolio
Estimating the Cost of College
TIPS for Inflation
Types of Stock Market Analysis
Best-Performing Asset Classes

Money

Spotting Credit Trouble
How Does Your Credit Score Compare?
U.S. Personal Savings Rate
Life and Death of a Twenty Dollar Bill
Pay Yourself First
Buying vs. Leasing a Car
Your Emergency Fund: How Much Is Enough?
Budget Check Up: Tax Time Is the Right Time

Retirement

What Is an Annuity?
9 Facts About Retirement
9 Facts About Social Security
The Cost of Procrastination
Healthcare Costs in Retirement
When Should You Take Social Security
Traditional vs. Roth IRA
Split Annuity Strategy
Where Will Your Retirement Money Come From?
Important Birthdays Over 50
How Will Working Affect Social Security Benefits?